Institutional Ownership Ishares S&P Smallcap 600 Value (IJS)
This table provides information about the institutional ownership of Ishares S&P Smallcap 600 Value (IJS). We have compiled data on the 892 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
25,522
shares
|
$2.82 Million
0.06% of portfolio
|
Q3 2022
Reduced 95.47%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
25,487
shares
|
$2.82 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
25,361
shares
|
$2.8 Million
0.08% of portfolio
|
Q2 2025
Added 510.37%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
25,141
shares
|
$2.78 Million
0.13% of portfolio
|
Q3 2022
Reduced 0.62%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
25,117
shares
|
$2.77 Million
0.04% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
25,036
shares
|
$2.77 Million
0.72% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
24,537
shares
|
$2.71 Million
0.18% of portfolio
|
Q3 2023
Reduced 57.2%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
24,285
shares
|
$2.68 Million
1.85% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
24,223
shares
|
$2.68 Million
1.0% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
23,650
shares
|
$2.61 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
23,613
shares
|
$2.61 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
22,936
shares
|
$2.53 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
22,814
shares
|
$2.52 Million
0.07% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
22,627
shares
|
$2.5 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
22,282
shares
|
$2.46 Million
0.58% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
22,132
shares
|
$2.45 Million
1.64% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
21,765
shares
|
$2.4 Million
0.08% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
21,620
shares
|
$2.39 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
21,511
shares
|
$2.38 Million
1.48% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
21,384
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
21,307
shares
|
$2.35 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.11%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
21,263
shares
|
$2.35 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
21,047
shares
|
$2.33 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
20,900
shares
|
$2.31 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
20,842
shares
|
$2.3 Million
1.29% of portfolio
|
Q2 2025
Added 1.79%
|